Swatantra Jha

Senior Manager - Operations at RIA Insurance Brokers Pvt. Ltd.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Sandeep Yadav

Swatantra is a hard working professional who manages his work efficiently. Always up to his commitments.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Insurance
    • 1 - 100 Employee
    • Senior Manager - Operations
      • Mar 2021 - Present

      Heading - Rural Insurance Business, Including Cattle, Small Animal & Agricultural Machinery Insurance • Business development and revenue generation: Responsible for evaluating sales opportunities and business case presentations for new and existing clients in India. • Customer management• Oversee day to day Operations• Sales Team Management• Sales - Cattle insurance, Animal insurance, (Village Insurance Network) & pet insurance• Retail/corporate client management• Builds market position by locating, developing, defining, and closing business relationships.• Locates or proposes potential business deals by contacting potential partners.• Discovers and explores business opportunities.• Develops negotiating strategies and positions by studying the integration of new venture with company strategies and operations.• Examines risks and potentials for the business opportunities.• Estimates partners’ needs and goals.• Closes new business deals by coordinating requirements; developing and negotiating contracts; and integrating contract requirements with business operations.• Claim Team Management• Payment follow-up & collection with vendors/clients as per the credit policy. • Managing escalations related to people, policies, and process.• Experienced working with Government projects and PSUs Show less

    • Sr. Branch Manager
      • Aug 2022 - Apr 2023

      Branch ManagerSalesServiceReconciliationCollectionHiringTeam ManagementOperationsVendor ManagementClient ManagementPaymentsMotor InsuranceNon-Motor Insurance

  • ICH Consultancy & Services
    • New Delhi Area, India
    • Operations Manager
      • Jan 2019 - Mar 2021

      • Oversee day to day operations • Clients Meeting • Team Management- Telesales/Inbound • Generate revenue by signing deal to manage Digital/ON-Ground Campaign • Responsibility to Plan & execution of the strategy for campaign. • Chose & finalize the design, logo & colour theme for the clients. • Manage total Election Management System with the dedicated team of surveyors, Graphic Designers, content writers & software engineers. • Works closely with the IT team to design the tool/software for election management • Works closely with the Billing/Account Department for accurate invoicing. • Payment follow-up with vendors/clients as per the credit policy. • Co-ordinate with accounts team for correct entries of payment, TDS, Commission and credit notes. Show less

    • Operations Manager
      • May 2018 - Dec 2018

      • Clients Meeting. • Generate revenue by signing deal to manage Digital/ON-Ground Campaign for corporate companies/politicians. • Responsibility to Plan & execution of the strategy for corporate companies/politicians. • Chose & finalize the design, logo & colour theme for the clients. • Manage total Election Management System with the dedicated team of surveyors, Graphic Designers, content writers & software engineers. • Closely worked with the IT team to design the tool/software for election management • Works closely with the Billing/Account Department for accurate invoicing. • Payment follow-up with vendors/clients as per the credit policy. • Co-ordinate with accounts team for correct entries of payment, TDS, Commission and credit notes. Show less

    • Consumer Services
    • 1 - 100 Employee
    • Operations Manager
      • Mar 2015 - Apr 2018

      • Oversee day-to-day operation. (MOBILE /WHITE GOODS INSURANCE & CLAIMS, Refurbished deals & DishTV Telesales) • Team Management – Inbound/Outbound Call Centre (Claims Registration), Backend Team of CLAIMS MANAGEMENT (Document managers & Claim managers) DishTV Telesales & logistics • Responsibility to handle the escalations related to claim & oversee the total claim management system. • Rework on the claims decision (Approval/Denial) if required. • Responsible to maintain the claim ratio. • Keep a TRACK on high value claims & verify the related documents with the concerned authorities in case of DAMAGE/THEFT/TL cases. • Payments follow up with insurers & sales partners. • Verify & map the received payments in company’s accounts either from insurers or from sales partners. • Responsibility to pay the claim amount to the claimants/Beneficiary or to service centers. • Vendor/Client management. - New India Assurance & IffcoTokio General Insurance Co. + General Trade & Corporate Clients. • Listen to team member’s feedback and resolve any issues or conflicts. • Face to Face/Direct customer dealing • Deals in consumer court/Labor court cases for the company • DishTV Outbound sales team management • Service center tie-ups of All Mobile Brands and end to end follow up for smooth transaction of services. • Closely worked with the IT team to design the CRM/software for Sales & claim Management software- CRM • Works closely with the Billing/Account Department for accurate invoicing. • Payment follow-up with vendors/clients as per the credit policy. • Co-ordinate with accounts team for correct entries of payment, TDS, Commission and credit notes. • Visiting to vendors/Clients/customer’s place time to time for solving the queries and for payment follow up if required Show less

    • Sr. Operations Executive
      • Feb 2013 - Feb 2015

      • Team Management • Customer Service & Escalations • Brands Follow-up • Organise social media activity on digital media. • Work closer to legal team to provide the legal documents to the consumers if in case the complaint is not resolved by the concerned brand amicably. • Keep a track record of the complaints and assure to effective closure • Share individual & group report with the Operations Head. • Share the POA (Plan of action) with the team members to get their assigned task done • Follow ups/Closure with consumer court for the consumer court cases. • Coordination with TELESALES TEAM Show less

    • Sr. Customer Care Executive
      • Mar 2011 - Jan 2013

      • Assist customers with any queries, complaints or requests • Manage complaints from online consumer forum portals • Collect the complaints data in XL file/CRM • Internal Team Coordination with Backend Team, warehouse & logistics team • Follow ups/Closure with consumer court for the consumer court cases. • Escalations • Courier Follow-ups • Customers Feedback Call/Retention call • Order Punching in CRM • LMS Checking • Assist customers with any queries, complaints or requests • Manage complaints from online consumer forum portals • Collect the complaints data in XL file/CRM • Internal Team Coordination with Backend Team, warehouse & logistics team • Follow ups/Closure with consumer court for the consumer court cases. • Escalations • Courier Follow-ups • Customers Feedback Call/Retention call • Order Punching in CRM • LMS Checking

Education

  • Purvancha university Jaunpur
    Bachelor of Science (B.Sc.), Zoology & chemistry
    2003 - 2006
  • RSM Inter College Sonebhadra
    Intermediate, Science
    2002 - 2003
  • Bhartiya Intermediate college Ghorawal Sonebhadra
    Highschool, Science
    1998 - 2000

Community

You need to have a working account to view this content. Click here to join now